YieldMax JP Option Income Strategy ETF
6 hedge funds and large institutions have $25.4M invested in YieldMax JP Option Income Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
118% more capital invested
Capital invested by funds: $11.7M → $25.4M (+$13.8M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
11.39% more ownership
Funds ownership: 51.53% → 62.92% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$13.9M |
| 2 |
Jane Street
New York
|
+$213K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$8.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$376K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $24.7M | +$13.9M | +755,658 | +124% |
|
|
KWM
2
Keebeck Wealth Management
Chicago,
Illinois
| $234K | – | – | – |
|
|
ZI
3
ZEGA Investments
Palm Beach Gardens,
Florida
| $233K | +$222K | +12,105 | New |
|
|
4
Jane Street
New York
| $210K | +$213K | +11,596 | New |
|
|
CAS
5
Coppell Advisory Solutions
Coppell,
Texas
| $53.8K | +$8.31K | +452 | +18% |
|
|
TAM
6
Tucker Asset Management
Littleton,
Colorado
| $6.48K | – | – | – |
|
|
WAM
7
Worth Asset Management
Dallas,
Texas
| – | -$376K | -20,797 | Closed |
|
JPO Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q4 2024, worth a combined $25.4M — up 118% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPO positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Tidal Investments, adding an estimated $13.9M. The largest seller was Worth Asset Management, exiting entirely with an estimated $376K sold.
- 6 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $25.4M of YieldMax JP Option Income Strategy ETF stock for Q4 2024, up 118% quarter-over-quarter.
- 2 funds opened new YieldMax JP Option Income Strategy ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest YieldMax JP Option Income Strategy ETF buyer in Q4 2024 was Tidal Investments, an estimated $13.9M added.
- The largest YieldMax JP Option Income Strategy ETF seller in Q4 2024 was Worth Asset Management, an estimated $376K sold.
Based on aggregated 13F filings for Q4 2024.